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Actively Seeking Equity with Debt Investment Opportunities

2014 Representative Transactions

 
 
 
 

 

$19,600,000

Line of Credit
Senior Term Debt Prefered Equity

Gladstone Investment invested $19.6 million to recapitalize B+T Group in partnership with B+T Group's management team. Gladstone Investment completed this transaction with its affiliate, Gladstone Capital, which invested $8.4 million. In addition to the equity capital necessary for the transaction, GAIN and GLAD also provided the debt financing.

B+T Group, founded in 2000 and headquartered in Tulsa, OK, is a full-service provider of structural engineering, construction, and technical services to the wireless tower industry for tower upgrades and modifications.

For more information on B+T Group, please visit: www.btgrp.com.

 
 
 
 

 
$24,380,000

Line of Credit
Senior Term Debt
Equity

Gladstone Investment acquired the assets of O.W.A., Inc. (d/b/a Old World Christmas), which, together with certain members of the executive management team of Old World Christmas, invested in preferred and common equity and also provided senior term debt and a revolving credit facility to complete the transaction. Gladstone Investment is partnering with new CEO and industry executive Doug Lauer on the transaction.

Old World Christmas, founded in 1979 and headquartered in Spokane, WA, is a designer and distributor of an extensive collection of blown glass Christmas ornaments, table top figurines, vintage-style light covers and nostalgic greeting cards into the independent gift channel.

For more information on Old World Christmas, please visit: www.oldworldchristmas.com.

 
 
 
 

 

$20,175,000

Line of Credit
Senior Term Debt
Preferred Equity

Gladstone Investment provided financing in a combination of debt and equity to purchase Cambridge Sound Management, Inc., a premier provider of sound masking systems. Gladstone Investment partnered with independent sponsor, Boston Harbor Capital Partners, LLC, in the acquisition.

CSM, founded in 1999 and based in Waltham, MA, is the developer of Qt Quiet Technology™ sound masking systems. CSM offers innovative, simple and intelligently designed solutions to the problems of privacy and acoustic distractions.

For more information on Cambridge Sound Management, Inc., please visit: www.cambridgesound.com.

 
 
 
 

 

$26,800,000

Line of Credit
Senior Term Debt
Sr. Subordinated Debt
Preferred Equity

Gladstone Investment and Gladstone Capital provided debt and equity financing to purchase Edge Adhesives Holdings, Inc., together with Akoya Capital LLC, and certain members of Edge Adhesives' executive management team.

Headquartered in Fort Worth, TX, Edge is a leading developer and manufacturer of innovative adhesives, sealants, tapes and related solutions used in building products, transportation, electrical and HVAC, among other markets. Edge satisfies customer requirements under brands such as Edge, PARR, PTI, Rubex, and PLIOSEAL, as well as through its private label relationships with leading brands where Edge is a leader in GREEN technologies.

For more information on Edge Adhesives Holdings, Inc., please visit: www.edgeadhesives.com.

 
 
 
 

$13,050,000

Line of Credit
Senior Term Debt
Equity

Gladstone Investment acquired Head Country Inc. Gladstone Investment, together with certain members of the executive management team, provided the capital consisting of preferred and common equity, senior term debt and a revolving credit facility.

Head Country Inc., founded in 1980, is headquartered in Ponca City, OK. Head Country is a manufacturer of a leading BBQ sauce brand with three BBQ sauce flavors currently as well as seasonings and marinades.

For more information on Head Country Inc., please visit:www.headcountry.com.

 
 
 
GLADSTONE INVESTMENT
Gladstone Investment is one of The Gladstone Companies' family of public funds, which currently has approximately $1.5 billion total assets under management. We invest in well managed lower middle market companies by providing capital for change of control transactions, growth, acquisitions, and recapitalizations. Since we are a public investment fund, we structure our investments in line with the long term needs of the business. We have no partnership end-of-life deadlines.

Financing for the Gladstone Companies is provided by four public investment vehicles: Gladstone Capital Corporation (NASDAQ: GLAD), Gladstone Investment Corporation (NASDAQ: GAIN), Gladstone Commercial Corporation (NASDAQ: GOOD), and Gladstone Land Corporation (NASDAQ: LAND).


GLADSTONE INVESTMENT'S TEAM
      Dave Dullum
President of Gladstone Investment
Executive Managing Director
McLean, VA
(703) 287-5891
 
 

Chris Daniel
Managing Director
Los Angeles, CA
(310) 919-5197

  Peter Kotz
Managing Director
Chicago, IL
(312) 674-4625
  Kyle Largent
Managing Director
McLean, VA
(703) 287-5880
  Chris Lee
Managing Director
McLean, VA
(703) 287-5887
 
 

Greg Bowie
Director
McLean, VA
(703) 287-5834

  Marshall Earl
Director
McLean, VA
(703) 287-5845
  Blair Gertmenian
Director
New York, NY
(212) 792-4183
  Erika Highland
Director
McLean, VA
(703) 287-5840
 
 

Kipp Kranbuhl
Director
McLean, VA
(703) 287-5841

  Peter Roushdy
Senior Associate
McLean, VA
(703) 287-5829
  David Glazer
Associate
McLean, VA
(703) 287-5810
  Rishabh Das
Analyst
McLean, VA
(703) 287-5804
 
                     

www.gladstonecompanies.com http://www.facebookloginhut.com/facebook-login/http://www.facebookloginhut.com/facebook-login/http://www.facebookloginhut.com/facebook-login/

1521 Westbranch Drive • Suite 100 • McLean, VA 22102
Phone: (703) 287-5800 • Fax: (703) 287-5801